Financial Gravity Asset Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Financial Gravity Asset Management’s Portfolio IPAC Stock Details IPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.96M	Buy	64,847 +7,013	+12%	+$549K	0.88%	28
2025 Q4	$4.23M	Buy	57,834 +3,199	+6%	+$237K	0.82%	33
2025 Q3	$4.01M	Buy	+54,635	New	+$3.89M	0.79%	34
2025 Q1	$3.5M	Buy	+56,255	New	+$3.51M	0.76%	32
2024 Q2	$3.13M	Buy	51,250 +3,712	+8%	+$228K	0.78%	34
2024 Q1	$2.83M	Hold	47,538	–	–	0.8%	30
2023 Q4	$2.83M	Buy	+47,538	New	+$2.68M	0.79%	30
2021 Q3	$614K	Sell	9,171 -4,877	-35%	-$328K	0.29%	65
2021 Q2	$932K	Buy	+14,048	New	+$946K	0.33%	66
2020 Q4	$694K	Buy	+10,778	New	+$650K	0.64%	35

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Financial Gravity Asset Management's IPAC Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 12% in Q1 2026, buying an estimated $549K and bringing the position to 64,847 shares worth $4.96M. The position accounts for 0.88% of the portfolio, ranked #28.

Financial Gravity Asset Management first reported a position in IPAC in Q4 2020 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

Financial Gravity Asset Management held 64,847 shares of iShares Core MSCI Pacific ETF worth $4.96M as of Q1 2026.
Financial Gravity Asset Management bought 7,013 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $549K.
iShares Core MSCI Pacific ETF made up 0.88% of Financial Gravity Asset Management's portfolio in Q1 2026, its #28 holding.
Financial Gravity Asset Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and has held it in 10 quarters since.
176 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.